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Extended Care Planning: Risk Transfer Funding Options

Tuesday, September 18, 2018 - 6:00 PM

Register to Attend

There is no charge to attend this seminar but space is limited. Please submit the form to reserve your space or call 888-405-0990.

 
 
 
 
When: Tuesday, September 18, 2018 - 6:00 PM
Where: Butler Office
Address: 106 S. Main Street, 4th Fl
Butler, PA 16001

Extended Care Planning is often one of the most overlooked pieces of a Financial Plan, though potentially may have the biggest impact on the physical, emotional, and financial well-being of you and your family. 

Please join me and Rob Schweitzer, attorney with Julian Gray Associates, at our Butler Hefren-Tillotson location for this no obligation seminar.  We will discuss the available funding options available today, how Medicare and Medicaid may or may not play a part, and the process of working through these difficult times and the planning considerations for you and your family. 

Reservations are highly suggested as space is limited. 

Reservations can be sent to Jessica Tate at jessica.tate@hefren.com or by calling (724) 283-3788.

 

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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.